Facebook Ad Campaign Master Checklist
Last Updated / Reviewed: Jan 10th, 2023
Execution Time: 2-4 Weeks
Goal: To provide or handoff a checklist to execute the entire Facebook ad campaign.
Ideal Outcome: You or your staff will be able to execute a Facebook ad campaign from start to finish.
Prerequisites or requirements: N/A
Why this is important: The master checklist provides an overview and serves as a reference point for business owner, account manager, and performance marketer while executing the ad campaign.
Where this is done: Email, Facebook Business and Ads Manager, Google Drive.
When this is done: This brief is to be referenced throughout the execution of the ad campaign.
Who does this: The business owner or account manager.
Onboarding Client
- Use this SOP to onboard the client: Client Onboarding for Facebook Ads
- Ideal outcome:
- The client has completed the onboarding questionnaire.
- Access granted to client’s Facebook Business Manager and website.
- Set up a kickoff call with the client.
Fill in the Ad Campaign & Creative Brief
- After the kickoff call, fill in the client brief template with details about the client’s business and customer persona.
- Ideal outcome:
- A completed brief to be used for campaign strategy.
Campaign Strategy
- Set up a strategy call with the client.
- Perform a Facebook Ads audit for the client.
- Use this SOP to create a campaign proposal for the client.
- Present campaign proposal to the client.
- Ideal outcome:
- Set up a meeting to propose campaign strategy to the client.
- Strategy deck ready to present to the client.
- Confirm project scope, timeline, and deliverables with the client.
Analytics Setup
- Use these SOPs to set up Facebook Pixel for the client’s website or Shopify store:
- Ideal outcome:
- Facebook Pixel and Conversion Tracking set up on the client's site.
Request Marketing and Creative Resources
- The onboarding email informs the client to share all creatives and marketing materials in the shared google drive folder. Make sure you have all necessary resources needed to start your ad campaigns:
- Creatives checklist
- Company Logos
- Brand guidelines
- Promotional media (images, videos, text)
- Email list
- Customer persona
- Customer testimonials
Campaign Execution
- How to Create Facebook Business Manager Account
- How to structure Facebook Ad account
- How to select Facebook Ads Campaign Objective
- How to create a lookalike audience
- How to setup Facebook Ads targeting
- How to launch lead generation campaign
- How to set up remarketing campaign